Innovation in Financial Services

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Pete Connell

Managing Director

Wealth Wizards

Pete Connell, Managing Director of Wealth Wizards, gives a bit of background on the company and how digital/robo-advice has changed, the risks that drive change and the future i.e., what are the opportunities for businesses. Pete has been developing solutions to allow the efficient delivery of advice since 2001. His roles have been focused on advice for consumers, with his advice experience covering a range of solutions including focused wealth management, holistic financial planning, workplace pensions and employee benefits. As a founder of Wealth Wizards in 2009 his work has involved the very early development of Digital online advice. He has held advice permissions for over 20 years and brings significant expertise in helping engage consumers with often complex financial solutions.
This video was recorded at The Financial Services Forum Members’ Conference in November 2016.
To view the presentation slides, please use the download button to open the PDF document.

 
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